Judging by single model is going to make Tesla look better than it is when compared to badge engineering and/or whole platform sales. The MEB platform/ID.4 cross brand cousins outsell the Model Y.

BYD is likely moving a few hundred thousand more pure BEVs than Tesla each year, although it’s hard to gauge the exact mix given that they have hybrids and ICE vehicles.

I am not saying Tesla is in doomed in China or anything like that, they’re a top brand. But they should be definitively the #1 brand and their product lineup is short 2-3 models.

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Danox 6 hours ago | parent [-]

They are doomed in China. It’s over for Tesla in China and it’s not just China. It’s the rest of the world outside the US doomed.

	▲	ben_w an hour ago \| parent [-]
		IMO that depends on if they're financially dependent on Musk's reality distortion bubble. They're stumbling and wasting a lot of money on Musk's pet project (Optimus), but if you cleared out that rot and put the same teams to work doing car stuff, I think they'd be a nice dull car company doing nice dull car company things. However, a nice dull car company with Tesla's sales would be worth 1-10% of Tesla's market cap, and I don't know what happens if Musk is e.g. sentenced to prison time, or even just stripped of US citizenship and deported, or even just the SEC gets their teeth back and bans him from serving as CEO of publicly traded companies like they almost did for the "$420" tweet. That bubble popping may reveal financial shenanigans whose unwinding cause a fire-sale that ends the company.